Frequently asked questions

How do you charge for your services?Like consultants in other fields, we charge by the project or, for smaller projects, by the hour. For long term projects or relationships, we also work on retainer. We never charge based on a percentage of funds donated.

How much money do I need to plan to give away or invest to benefit from your advice?
You always want to be aware of what you spend on advisors relative to the amount of money you are likely to give away. That being said, there´s no minimum giving amount for making good use of an experienced advisor. Investing up front in a well designed strategy can help you do much more with whatever level of resources you have available. If you’re thinking about giving away hundreds of thousands or several million dollars, a long-term sounding board/advisor relationship might be valuable. Or, no matter what your giving level, you may simply want us to guide you or your family through a short, one time process of sorting through your giving priorities.

We´re happy to talk with you about your specific situation and figure out whether we can help or refer you to other resources.

Can you help our nonprofit with fundraising?No. We work exclusively with donors and advisors so that there is no potential for a conflict of interest or bias in the recommendations we provide.

How can I let you know about nonprofit projects your clients might find interesting?
We only propose projects to our clients which closely fit their interests and goals. That being said, we work hard to stay abreast of interesting work in the nonprofit and impact investing worlds. If you’d like to let us know about your initiative, please use the “contact us” form to send us a brief description of your work and let us know how we can learn more. Thanks!